Precious Metals Backoffice SaaS for Novem

Precious Metals Operations Platform

Situation

Novem needed to modernize its precious metals backoffice so it could replace manual operations, improve customer relationship management, strengthen inventory accuracy, and reduce the friction around compliance reporting.

Task

Design and deliver a custom SaaS platform that unified sales operations, customer data, contract visibility, banking workflows, and partner integrations in one operational system.

Action

Built end-to-end order management and customizable operational workflows
Developed a sales hub for lifecycle tracking, customer history, and document storage via AWS S3
Delivered customer-facing dashboards for contracts, recurring payments, and token balances across wallets
Integrated bank APIs for real-time transaction monitoring, multi-bank support, and reconciliation
Exposed backoffice API endpoints for partners and connected applications
Added resource and log monitoring through Sentry

Result

Accelerated sales workflows and shortened closing times
Reduced manual data entry errors across backoffice operations
Improved order processing efficiency for day-to-day operations
Saved time across compliance-related processes

Key Innovations:

Cloud deployment and monitoring
Role-based access controls
API

Technologies

Backend Technologies:

Rails
PostgreSQL (database)
Puma (application server)
Redis (for Action Cable)
Sidekiq (background processing)
Sidekiq-cron (scheduled jobs)
Devise (authentication)
Pundit (authorization)
CarrierWave (file uploads)
Ransack (search)
Sentry (error tracking)
PaperTrail (audit logging)
RSpec (testing)
Rubocop (code quality)
Webmock, VCR (test mocking)
PDFKit, (creat pdfs),
i18n (multi language support),
money-rails, girocode (currency management)

Frontend Technologies:

Webpacker
Bootstrap
Web3.js
Tailwind
Action Cable

APIs & External Services:

AWS, Heroku
SendGrid (email)
reCAPTCHA
FreeFinance (bank integration)
Open Exchange Rates (currency conversion)